Advisor Private Clients 80 - 100 %

Job description

Private Client Advisor 80–100% Köniz

Tasks

• The competent contact person for private customers, providing comprehensive advice in the areas of investments, pensions, financing, credit, investment and pension transactions, as well as payment transactions, establishing, dismantling, and further developing these areas.
• Build your own customer and relationship network so that you can achieve your business goals.
• sell our products and services professionally and in line with demand
• Forward customers to other segments as part of cross/upselling

Requirements

• banking training and several years of experience in the financial sector
• Credit, investment, and pension business, as well as a good understanding of banking-related continuing education
• Strong communication skills, goal- and performance-oriented
• Enjoy daily customer contact and recognize needs and expectations
• if possible a network of relationships
• Persuasiveness and assertiveness

We offer

No explicit benefits mentioned.

Further process

Does this challenge appeal to you? We look forward to receiving your application. Our application process includes:

• input confirmation
• Examination of the dossiers
• Job interview
• Offer and contract